CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$298M
2
+$252M
3
+$62.9M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$59.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$57.3M

Top Sells

1
+$143M
2
+$126M
3
+$93.7M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$72.8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$45.2M

Sector Composition

1 Technology 4.36%
2 Healthcare 3.76%
3 Financials 3.32%
4 Industrials 3.31%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$592K 0.03%
9,815
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127
$581K 0.03%
23,523
128
$578K 0.03%
7,957
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129
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130
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+8,866
131
$551K 0.03%
1,542
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132
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133
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134
$533K 0.03%
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136
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137
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+1,555
138
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139
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140
$491K 0.03%
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141
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143
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145
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3,005
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146
$418K 0.02%
2,197
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147
$417K 0.02%
11,530
148
$417K 0.02%
2,849
149
$405K 0.02%
11,536
-12
150
$402K 0.02%
2,407
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4 5
6
7 8